LifeGoal Wealth Advisors

Q2 2025 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
6/30/2025
Date filed
7/17/2025
Form type
13F-HR
Num holdings
65
Total value ($000)
$105,233
Net value change ($000)
—
New positions
65
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/24/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DGRO 10,221 —
LRGF 9,963 —
CGGO 9,434 —
VUG 7,964 —
BND 7,088 —
FEGE 5,895 —
JPIE 4,595 —
SCHP 3,747 —
PYLD 3,572 —
EMGF 2,351 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type